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Financial Planning Services Advisors in Orlando, Florida
809 Results
Unclaimed

Florida Financial Advisors, LLC

location

Orlando, FL

0 Disclosures

ADVISOR BIO

Danielle Boerger is an Investment Advisor Representative with Florida Financial Advisors, LLC. Danielle is registered with the state of Florida and has been in the industry since October 2023. Danielle specializes in financial planning, pension consulting, selection of other advisors, and portfolio management for businesses and individuals. She is licensed to offer financial planning services with a focus on high net worth individuals and individuals other than high net worth individuals. The firm has a total of 1371 accounts under management, with 1371 discretionary accounts and 0 non-discretionary accounts.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Unclaimed

MML Investors Services, LLC

location

ORLANDO, FL

experience

6 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Danielle Dilella is a financial advisor registered with MML Investors Services, LLC. Danielle has been working in the financial industry since 2011, and has experience with a variety of firms, including Northwestern Mutual Investment Services, LLC, UBS Financial Services Inc., and Ameriprise Financial Services, Inc. Danielle has a Series 7, Series 66, and SIE licenses. Danielle specializes in working with a wide range of clients, including individuals, corporations, pension and profit-sharing plans, trusts, and foundations.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
ASSET ALLOCATION PROGRAMS
Unclaimed

International Assets Investment Management, LLC

location

ORLANDO, FL

experience

15 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Danny Kominski is an investment advisor representative with International Assets Investment Management, LLC. Danny has been in the financial services industry for over 10 years. Danny is registered with the state of California and is licensed to provide financial and investment advice to individuals, corporations, and businesses. Danny has a Series 66, Series 7 and SIE. Danny is also registered with FINRA. Danny's previous employment was with J.P. Morgan Securities LLC, Chase Investment Services Corp. and Edward Jones.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Unclaimed

Ameriprise Financial Services, LLC

location

ORLANDO, FL

experience

20 Years Experience

0 Disclosures

ADVISOR BIO

Darian Reeves Mohring is a financial advisor with Ameriprise Financial Services, LLC. Darian has been in the financial industry since 2001. Darian is registered to provide investment advice in Florida. Prior to joining Ameriprise Financial Services, LLC, Darian was a registered representative with Ameriprise Financial Services, Inc. Darian holds Series 66, SIE, and Series 7 licenses and has experience in providing financial planning, pension consulting, and portfolio management for businesses and individuals.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
ASSET ALLOCATION SERVICES
Publication of Financial Periodicals
Unclaimed

Raymond James Financial Services Advisors, Inc.

location

ORLANDO, FL

experience

8 Years Experience

0 Disclosures

ADVISOR BIO

Dario Zapata is a financial advisor with Raymond James Financial Services Advisors, Inc. Dario Zapata is registered with the state of Florida, and has been in the industry since March 7, 2017. Dario Zapata's office is located in Orlando, FL.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
HOURLY & FIXED RATE CONSULTATIONS
Unclaimed

J.p. Morgan Securities LLC

location

ORLANDO, FL

experience

16 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Darryl Lobo is a financial professional with over 10 years of experience in the financial industry. He currently works for J.P. Morgan Securities LLC, a firm with over $50 billion in assets under management and a wide range of clients, including individuals, corporations, and institutions. Darryl has been with J.P. Morgan Securities LLC since October 2012. Prior to that, Darryl worked for CHASE INVESTMENT SERVICES CORP. and WAMU INVESTMENTS, INC. Darryl has a broad range of experience in providing investment advice, including portfolio management, financial planning, and selection of other advisors. Darryl Lobo holds licenses and certifications in both securities and investment advisory services, demonstrating his commitment to staying current with the latest financial industry regulations and best practices.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Unclaimed

Osaic Wealth, Inc.

location

ORLANDO, FL

experience

26 Years Experience

0 Disclosures

ADVISOR BIO

Daryl Dudley Jones is a financial advisor with Osaic Wealth, Inc. located in Orlando, FL. Daryl has been in the industry since May 1999. Daryl is registered in 13 states and has several licenses and certifications including Series 6, 7, 24, 63 and 65. Daryl provides investment advisory and financial planning services for individuals and businesses. Daryl is also a partner/owner of 1-Apex Wealth Management LLC.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Unclaimed

Florida Financial Advisors, LLC

location

Orlando, FL

0 Disclosures

ADVISOR BIO

David Hollenbach is an Investment Advisor Representative with Florida Financial Advisors, LLC. David has been with the firm since June 2024. David is also a registered representative with Trinity Wealth Securities, LLC. David Hollenbach is registered to offer advisory services in Florida and Texas. David has passed the Uniform Investment Adviser Law Examination (Series 65) and the Securities Industry Essentials Examination (SIE). David specializes in financial planning, pension consulting, and selection of other advisors. David also provides portfolio management services for individuals and businesses.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Unclaimed

Morgan Stanley

location

Orlando, FL

experience

32 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

David John Hage is a financial advisor with over 30 years of experience in the industry. David is a registered representative of Morgan Stanley and offers a wide range of financial services, including investment advice, financial planning, and portfolio management. David has held previous positions at Citigroup Global Markets Inc., Banc of America Investment Services, Inc., Linsco/Private Ledger Corp., NationsSecurities, and MML Investors Services, Inc. David holds multiple licenses and designations, including Series 6, 7, 9, 10, 12, 24, 53, 63, and 65. David is dedicated to helping clients achieve their financial goals.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Investment Companies
ASSET ALLOCATION ADVICE
Unclaimed

International Assets Investment Management, LLC | CFC ® (Certifications)

location

ORLANDO, FL

disclosure

3 Disclosures

ADVISOR BIO

David Dodson is a financial advisor with over 20 years of experience in the financial services industry. David is currently registered with International Assets Investment Management, LLC and Global Assets Advisory, LLC. David has previously worked with J.P. Morgan Securities LLC, Morgan Stanley, Merrill Lynch, Pierce, Fenner & Smith Incorporated, SunTrust Securities, Inc., and Corporate Securities Group, Inc.. David is a Chartered Financial Consultant and has a Series 7, Series 24, Series 63, and Series 65 license. David's areas of expertise include financial planning, portfolio management, and investment management for businesses and individuals. David is a dedicated advisor with a proven track record of success.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals

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